Emerging Market

May 12, 2013

6 Growth Drivers of the Indian Paint Industry

The paint and dye stuff is a segment in the broacd chemical industry. The industry in itself has experienced some major growth in recent years. The […]

March 10, 2013

Does Dabur Ltd. address the needs of the entire FMCG Spectrum

Dabur At a Glance 1.Turnover of Rs. 5,283 Crore (FY12) 2. 2 major strategic business units (SBU) 3. Consumer Care Business 4. International Business Division (IBD) […]

February 17, 2013

Will Pantaloons be the future of the Indian Retail Market

Pantaloons Pantaloon Retail (India) Limited is a large Indian retailer firm. It is a part of the Future Group and operates in multiple retail formats in both […]

February 1, 2013

Reasons for Boom in the Packaging Industry

Packaging Industry The packaging industry will register strong earnings growth driven by buoyant end-user demand. If we take the historical data and compare the performance of […]

November 9, 2012

Financial Policies of US Corporates and Study of Capital Goods Sector

In recent years we have seen financial crises have become a common occurrence in the global economy and the countries, especially the emerging markets have been […]

July 6, 2012

Why investing in BRICs Debt is much more Profitable than Equity

Any BRICs investor can tell you intuitivity without performing extensive spreadsheet analysis that putting money into debt has proven to be more profitable than equity over […]

June 24, 2012

One of India's Biggest Killers ITC gets Awarded from UNDP

ITC which is a subsidiary of BAT is India's largest producer of tobacco products and has almost a monopoly position in the manfacture of cigarettes. Using its massive cash flows from the ever prospering tobacco business, the company has diversified into a number of other business segments like retail, agro industry, hotels , paper etc. The company has become one of India's biggest consumer companies using tobacco profits to extend its Indian empire. Lack of government action on tobacco has made it the biggest Indian company However the biggest source of revenue and profits continue to be the cigarrete segment which kills thousands of Indians each year.

July 8, 2011

Cosmetic Companies in India (Revlon,Estee Lauder,Avon) List – Middle Class Turbo Boosting Beauty Cosmetics Industry

India has faced a revolution literally in all wakes. With the rise in dispensable income, there is high consumerism in the country. With opening up of the emerging markets, the cosmetic companies are broadening in response to the vast diversity of populations. The Indian face wants to look good. The Indian Women are no longer limited to their homes, but have come out & are walking with the same pace as the men. Hence they are more conscious of their looks & are widely opting for the cosmetics that is available in the market. It is not only the female section of the society, who use beauty & cosmetic range but the Indian men too are worried about their looks. There are lot of products specially designed for men too. The cosmetic companies not only produce the traditional makeup items like compact, mascara or lipsticks, but are rapidly adapting themselves to the changing demands of its customers. Today the markets offer a wide range of cosmetic products to choose from. There are smart products like anti-aging solutions, concealers which has taken a lady's beauty to a new level. Fragrances, body lotions, hair products, hand & foot care products, you name it & you have it. There are products to suit each age group & each requirement.

July 5, 2011

Paint Companies/Manufacturers(Asian,Nerolac,Berger) in India List – Double Digit Secular Growth makes for High Valuation

In early days, painting your home would mean buying paint and putting it on the walls without worrying about anything else but in today's world, Painting would just not mean simply coloring your house. It comes with a long list of added functionality, which makes it even more better. The modern day paints have additional functions like - Being Very durable, Glow finish, Covering hairline cracks, Fighting fungus, Giving a rich sheen, Dirt Resistance, keeps your home u cool, repelling water, water proof, extra tough, glossy finish for metals & many more.

April 4, 2011

India Consumer Durables Stocks – Consumer Discretionary Companies a Good Play on Rising Indian Middle Class

India's Economy is expected to grow by around 8% in the next decade making it one of the fastest growing major economies in the world.India's per capita has been rising constantly since the last 2 decades and is expected to continue this rising trend as well.Despite growing inequality in incomes,India's massive population ensures that even by 15% of India's poor enter the middle class it adds a Brazil to the addressable market for Indian consumer companies.Indian Consumer Companies especially the well managed ones with good corporate governance has given spectacular growth to investors.Companies like Titan Industries have become a multibagger stock in the last few years driven by excellent growth and decent margins.Note many of the bigger consumer durable companies in India are not listed here but have a major presence.In Electronics particuarly companies like Samsung,LG,Sony,Philips have a big marketshare but are not listed on the markets.However a number of Indian Consumer Discretionary Stocks are listed and have given huge returns to investors.

April 4, 2011

Fast Moving Consumer Goods (FMCG) Manufacturers in India – "Defensive with Growth" Characterizes India's Non Discretionary Consumer Stocks (FMCG Companies,Brands,Industry)

India's GDP unlike that of other emerging developing countries has a bigger consumer percentage than investment.This is because India's economic growth model has not followed the tradiotional export growth model of the other countries in Asia like China.This makes India more resilient to external shocks like the Lehman crisis and provides a more domestic orientation to growth.India has one of the fastest growing economics in the world and as the per capita income increase,consumer companies in India are reaping outsized rewards.India has a competitive consumer goods market with a number of domestic and international companies competing in multiple markets and segments.Some of the companies like HLL which is a subsidiary of the global consumer giant Unilever has become an Indian company all but in ownership.Note Fast Moving Consumer Goods (FMCG) companies are different from Consumer Durables companies.FMGC companies are what is known as Consumer Non-Discretionary Group of Companies.These Companies sell products of everyday use and are recession proof in the sense that the products sold by FMCG Manufacturers can't be ignored even in times of economic recessions.

December 14, 2010

Japanese Trading House Marubeni sets its sight on becoming a Top 10 Global Water Company

Marubeni on the other hand is looking to focus its energy on the crucial Water Service Sector be expanding its footprint in emerging markets.Water Service is a great growth sector due to numerous demand drivers like increasing population,larger per capita requirements,decreased supply.There is already a lot of theories floating around that the next big wars in the 21st century will be due to water shortages.Marubeni has plans to spend around $300 million in acquisitions in foreign markets as it looks to increase its customer base to 10 million.Note Marubeni will be helped by the Japanese government which gives considerable aid and soft loan for water infrastructure projects in developing countries.Note French companies Suez and Veolia are the biggest water service companies in the world.